A Trust Is A Private Not Filed With Any Government Agency
Passing It On: Estate Planning for Families · Michael Pevney
September 20, 20241m 51s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com ELIZONDO a trust is a private document and usually doesn't have to be filed with any government agency. One of the biggest advantages of a trust over a will is that it is a private document. The only people that have access to it or financial institutions where you might hold accounts, beneficiaries, and sometimes that can be it. We want to keep things out of probate court, which is open to the public and if you have no estate plan or an estate plan centered around a will, the world gets to know where all of your property goes and who gets it and how much they get. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty